DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V666. A total of 82 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $55,261,785 | +2.6% | 1,911,511 | +6.4% | 1.58% | +2.9% |
| Q1 2024 | $53,863,146 | +39.4% | 1,796,037 | +25.7% | 1.53% | +35.2% |
| Q4 2023 | $38,640,469 | +31.4% | 1,428,483 | +20.5% | 1.13% | +19.7% |
| Q3 2023 | $29,413,319 | +20.3% | 1,185,543 | +23.1% | 0.95% | +16.8% |
| Q2 2023 | $24,453,665 | +31.5% | 962,743 | +27.2% | 0.81% | +26.4% |
| Q1 2023 | $18,593,237 | – | 756,776 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tilson Financial Group, Inc. | 444,082 | $12,838 | 12.97% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 2,349,376 | $67,920,458 | 10.92% |
| EnRich Financial Partners LLC | 960,044 | $27,754,883 | 10.18% |
| STAGE HARBOR FINANCIAL, LLC | 354,448 | $10,247,088 | 9.90% |
| ACORN CREEK CAPITAL LLC | 541,838 | $15,664,521 | 9.35% |
| WPWealth LLP | 1,284,599 | $37,137,752 | 8.97% |
| Team Hewins, LLC | 729,839 | $21,099,657 | 8.76% |
| GREAT OAK CAPITAL PARTNERS, LLC | 780,824 | $22,721,972 | 8.55% |
| Lakeshore Financial Planning, Inc. | 591,839 | $17,110,065 | 8.35% |
| DiNuzzo Private Wealth, Inc. | 1,852,077 | $53,543,555 | 7.23% |